Excel for finance courses

Easy to use, self-paced courses loaded with shortcuts, real-world examples, and professional instruction to immediately improve how you use Excel for finance.

Led by CFA Charterholder Daniel Jassy Instructor Bio

See what other students are saying...

  • Beginner
    Course Bundle

    You'll Get:
    • Four beginner-level Excel courses
    • Shortcuts, formatting tips, financial formulas, charting, and more
    • Interactive exercises and video instruction
  • Advanced
    Course Bundle

    You'll Get:
    • Real-world best practices through two case studies:
      • Visa financial modeling
      • Apple data mining
    • Professional templates you can put to work immediately
  • Get both bundles

    You'll Get:
    • All the courses from the Beginner and Advanced bundles and save
    • All tutorials, case studies, exercises and solution videos
    • Professionally designed, ready-to-use templates
    • Certificate of Completion

À La Carte Beginner Courses

Or buy them all in the Beginner Bundle $79.80 $49.95 Buy Now
  • Navigation & Data

    Sort, filter, manipulate, and navigate large data sets with speed and ease

  • Formatting & Style

    Format, calculate and model data like the pros

  • Formulas & Conditionals

    Review relative and absolute values, concatenation, conditionals, logical, count, and location functions

  • Charting

    Display findings beautifully with sparklines, column and football charts

  • Beginner
    Course Bundle

    You'll Get:
    • Four beginner-level Excel courses
    • Shortcuts, formatting tips, financial formulas, charting, and more
    • Interactive exercises and video instruction

À La Carte Advanced Courses

Or buy them all in the advanced bundle $59.90 $49.95 Buy Now
  • Visa Income Statement Case Study

    Analyze an income statement, create models for real-life scenarios, and display findings

  • Apple Data Mining Case Study

    Pull raw data from multiple sources, build dynamic tables, and chart results

  • Advanced
    Course Bundle

    You'll Get:
    • Real-world best practices through two case studies:
      • Visa financial modeling
      • Apple data mining
    • Professional templates you can put to work immediately

Get Both Bundles

Get all Excel courses, content and a certificate $139.70 $79.95 Buy Now

After serving 25 years as a Naval Officer, I transitioned careers to banking. With no prior Excel skills or experience, this course quickly allowed me to feel competent when using Excel in my new position.

Greg Curl Project Manager of Algorithmic Lending

I mentioned the course during a job interview with a private bank. The hiring manager was an avid Investopedia user, and being able to talk about the course definitely helped me in the interview.

Alexey Efimov "Excel for Finance" graduate

As I look to transition my career to a role in finance, Investopedia Academy offered an Excel course that was a great value for my money, and helped me learn the skills I needed to change careers.

Bhimsen Sonanwane "Excel for Finance" graduate

The "Excel for Finance" course delivered easy to follow lessons that provided me with a practical skill-set, advancing me quickly in my current internship, and preparing me for an upcoming career.

Isaac Urichko Student/Investment Firm Intern

I love Investopedia Academy. After taking the Excel course, I’m faster at my job and I’m able to work with a lot of data at once. Even though I already had a defined skillset in Excel, I found a great deal of value in the beginner material as well. Looking forward to my next Academy course!

Bonnie Wu Mergers and Acquisitions Analyst, Private Equity
Why professionals take Excel for Finance and what it includes:

The Best Way to Learn Microsoft Excel Online Fast

  • Take your time: self-paced online courses—learn when/how/what you want
  • Professional grade templates you can use right away
  • Course takes 5 - 8 hours to complete—and you have a year to access!

Professional Level Microsoft Excel Training

  • A singular focus on the skill sets you need on the job
  • Use your training on any version of Excel, but best for Excel 2010 or later
  • Ideal for finance professionals, analysts, and data miners—from newbies to C-level

Financial Analysis With Microsoft Excel

  • Create and embed formulas and mathematical operators
  • Build financial statements (income, balance, and more)
  • Create charts and dashboards to make financial info easily understood

Financial Modeling With Microsoft Excel

  • Benefit from real-world practices used by professionals serving Fortune 100s
  • Learn and deploy the predictive tables financial professionals need and expect
  • Make historic trends and revenue projections easily understood by colleagues
About the instructor

Daniel Jassy, CFA

Daniel Jassy, CFA, worked on idea generation, due diligence and modeling as a portfolio manager for a long-only equity fund. He attended the Charles W. Lamden School of Accountancy at San Diego State University. Daniel was awarded the Chartered Financial Analyst® designation in August of 2016 after passing levels I, II and III of the CFA ® exam.

He currently designs and develops trading-analysis software, which provides an edge to portfolio managers by lowering execution costs.